Tax Compliance vs. Tax Planning: Which Is Right for You?
January 31, 2025
Tax Compliance is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
Tax Compliance is recording history, while Tax Planning is creating your optimized future to benefit you and your family.
The S&P 500 has now had two back-to-back years of 25%+ returns. This is something that hasn’t happened since 1998.
IAG believes business owners would improve the odds of financial success by actively engaging with a personal CFO.
Are you familiar with how our federal tax code originated?
The goal of a cost segregation study is to identify and reclassify the various components of a property to take advantage of shorter depreciation periods.
Discover key factors influencing the U.S. dollar’s value, from economic indicators to geopolitical events.
Unfortunately, many business owners only/primarily look at revenue as the metric to assess growth. This can lead to disastrous outcomes!
Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted.
When it comes to investment planning, IAG Director of Investments Chris Steward reminds you how important it can be to take the long view.
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
While we are more familiar with “trick or treat” in the context of children and Halloween, it can also be applicable for business owners.
It is not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees.
About 40-50% of returns have come from Dividends historically, although in recent decades that proportion has shrunk substantially.
Ten years ago, the Exit Planning Institute embarked on a groundbreaking research endeavor called the State of Owner Readiness Survey.
During this series, we have learned that our own behavioral biases are often the greatest threat to our financial well-being.